Leuthold Core Investment Retail LCORX
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From Barron’s, December 12, 2011 (Part 2)
… recently. Pg 41: Volatility and risk are not the same. There are funds with high volatility and less risk: OAKLX , BBTRX , LCORX . For OAKLX over 3 years, M*’s Shannon Zimmerman cites standard deviation of 22.21 vs. 18.97 for SP500 that indicates …
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Thanksgiving's Over, but These Investments Say 'Gobble Gobble'
… the family's funds with a Gold designation , the analysts' highest rating.) For oldstockman , Leuthold Core Investment LCORX has been his portfolio's biggest disappointment. "For a fund that's heavily in cash and shorts," he noted, "it doesn …
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LAALX Leuthold Asset Allocation Retail Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… peers in the aggressive- allocation category. While it hasn't performed quite as well as flagship Leuthold Core Investment LCORX (which uses a different equity portfolio strategy but the same asset-allocation process and has an excellent 15-year record …
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LCORX Leuthold Core Investment Retail Fund Analysis, Report, Research, 5 Star Rating – Morningstar
Although its founder is moving into the background, this mutual fund should still be a star performer.
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AOA iShares S&P Aggressive Allocation ETF Analysis, Report, Research, 5 Star Rating – Morningstar
… our Fund Analyst Picks in the Aggressive Allocation category. One such fund with a 5-star rating is Leuthold Core Investment Retail LCORX . It selects individual securities rather than using a fund-of-funds approach, though it has a …
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ROTH IRA ADVICE
… Large 15% Nuveen Tradewinds (NVOAX) 15% Sequoia Fund (SEQUX) 10% Geneva Advisors All Cap (GNVRX) 10% Leuthold Core ( LCORX ) Medium 15% Appleseed (APPLX) Small 15% Brown Capital Mgt (BCSIX) 10% Wegener Adaptive Growth (WAGFX) Foreign 10 …
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List of Mutual Funds
… 77 2.55 6.50 2.66 -1.57 PAUIX PIMCO All Asset All 7.42 9.80 -0.18 0.36 5.45 8.86 6.74 --- 5.78 LCORX Leuthold Core Invest 0.42 -5.13 -0.19 -0.45 1.37 -1.62 4.23 6.91 -7.53 FEUGX Federated Adjustable 1 …
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PRWCX vs. LCORX .
Comparing the history of these two funds, the risk and long term performance are close. However, it seems the YTD performance of PRWCX is way better than LCORX . What do you think if I have $10K to invest for mid. term(5~10years)? LCORX is close to new investors now, but I did manage to get in and hold a position there before they're closed. Thanks,
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LAALX Leuthold Asset Allocation Retail Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… is on the comeback trail. This fund shares a lot of strategies with its older sibling, the closed Leuthold Core Investment LCORX . Their complex portfolios are identical in most ways. Each has the same equity/bonds/cash split, and each recently held …
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LCORX Leuthold Core Investment Retail Fund Analysis, Report, Research, 5 Star Rating – Morningstar
Fund's atypical makeup can make it tough to plug into a portfolio.Above-average volatility relative to category peers.Below-average yield.Impressive long-term risk/reward profile relative to the S&P 500 Index.Seasoned manager.Closed to new investors at a relatively low level of assets.Steven